LIG
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Lokken Investment Group’s Walmart Inc WMT Stock Holding History

Lokken Investment Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.44M Sell
23,681
-767
-3% -$76.4K 0.84% 29
2025
Q2 		$2.39M Buy
24,448
+1,070
+5% +$102K 0.92% 29
2025
Q1 		$2.05M Sell
23,378
-1,731
-7% -$162K 0.87% 29
2024
Q4 		$2.27M Sell
25,109
-1,595
-6% -$138K 0.98% 26
2024
Q3 		$2.16M Buy
26,704
+1,764
+7% +$130K 0.9% 30
2024
Q2 		$1.69M Buy
24,940
+1,804
+8% +$114K 0.79% 31
2024
Q1 		$1.39M Buy
23,136
+810
+4% +$46.3K 0.69% 34
2023
Q4 		$1.17M Buy
22,326
+1,320
+6% +$69.8K 0.66% 36
2023
Q3 		$1.12M Buy
21,006
+96
+0.5% +$5.11K 0.73% 33
2023
Q2 		$1.1M Buy
20,910
+2,142
+11% +$108K 0.71% 33
2023
Q1 		$923K Buy
18,768
+1,560
+9% +$74K 0.7% 35
2022
Q4 		$813K Buy
17,208
+72
+0.4% +$3.42K 0.64% 36
2022
Q3 		$741K Buy
17,136
+210
+1% +$9.2K 0.64% 36
2022
Q2 		$686K Buy
16,926
+525
+3% +$24.2K 0.56% 40
2022
Q1 		$836K Sell
16,401
-1,086
-6% -$51K 0.66% 36
2021
Q4 		$843K Buy
17,487
+378
+2% +$18K 0.6% 36
2021
Q3 		$795K Buy
17,109
+594
+4% +$28.6K 0.63% 36
2021
Q2 		$776K Buy
16,515
+780
+5% +$36.3K 0.63% 36
2021
Q1 		$712K Buy
15,735
+3
+0% +$139 0.63% 36
2020
Q4 		$756K Buy
+15,732
New +$764K 0.69% 32

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lokken Investment Group's WMT Position: Q3 2025 in Review

Lokken Investment Group reduced its Walmart Inc (WMT) stake by 3.1% in Q3 2025, selling an estimated $76.4K and leaving 23,681 shares worth $2.44M. The position accounts for 0.84% of the portfolio, ranked #29.

Lokken Investment Group first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Lokken Investment Group held 23,681 shares of Walmart Inc worth $2.44M as of Q3 2025.
  • Lokken Investment Group sold 767 Walmart Inc shares in Q3 2025, an estimated $76.4K.
  • Walmart Inc made up 0.84% of Lokken Investment Group's portfolio in Q3 2025, its #29 holding.
  • Lokken Investment Group first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.